How to use pivot tables

Actiondesk's pivot table feature is quite similar to a pivot table in Excel.

Why use Pivot tables?

Pivot tables are a great way to summarize and aggregate data on a specific dimension. For example, if you have a data set with all your orders, with a pivot table you could easily count the number of orders per customer, or the sales by country.

How does it work

In Actiondesk, you need to fill up three fields: Row grouping: This is the column you want to aggregate data by.Summarize by: Indicate here which calculation you'd like to perform (list of all the possible operators is below)Calculation column: On which column do you want to perform the calculation? (Not necessary when the operator is COUNT)

Example

Let's assume I have a dataset with orders coming from customers. I'd like to see the revenue generated by each customer. Row grouping: I'll choose Customer_NameSummarize by: I'll choose SUMCalculation column: I'll choose Order_Amount

Go further

You can add as many operations as you want in a pivot table. So you could have one pivot table with the revenue by customer and the number of orders by customer for example.

List of operators

Here is the list of the various operators you can use in a pivot: SUMCOUNTCOUNTA: Counts the number of values that are not emptyCOUNTUNIQUE: Counts the number of unique valueAVERAGEMAXMINMEDIANPRODUCTCONCATENATE: For strings, returns a concatenation of the strings

Note: Depending on the data source you use, when building a pivot table, the numbers might take some time to load. That is because we are limited by the data source you use, and for some, they are really slow to send us the data. If that happens, give it a few minutes. If it's still not done, please reach out to us through the chat.